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Vital Farms

141 hedge funds and large institutions have $436M invested in Vital Farms in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $299M → $436M (+$137M)

39% more call options, than puts

Call options by funds: $2.99M | Put options by funds: $2.15M

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

5% more funds holding

Funds holding: 134141 (+7)

4.23% more ownership

Funds ownership: 62.51%66.74% (+4.2%)

2% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 50

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
49
Reduced
50
Closed
21
Calls
$2.99M
Puts
$2.15M
Net Calls
+$843K
Net Calls Change
-$211K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$70.3M +$8.79M +694,930 +18%
William Blair Investment Management
2
William Blair Investment Management
Illinois
$38.1M +$4.59M +363,122 +18%
Morgan Stanley
3
Morgan Stanley
New York
$30.4M +$15.7M +1,239,715 +177%
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.9M +$388K +30,671 +2%
ACI
5
Amazon.com Inc
Washington
$25.2M
Pictet Asset Management
6
Pictet Asset Management
Switzerland
$22.5M +$1.18M +93,211 +7%
Bank of America
7
Bank of America
North Carolina
$18.9M +$747K +59,021 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$13.5M +$2.06M +163,070 +23%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$10M +$473K +37,376 +6%
State Street
10
State Street
Massachusetts
$9.97M +$685K +54,167 +9%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$9.72M +$1.2M +94,812 +18%
Marshall Wace
12
Marshall Wace
United Kingdom
$8.91M -$401K -31,729 -5%
IG
13
Inherent Group
New York
$6.95M +$1.38M +109,000 +33%
Renaissance Technologies
14
Renaissance Technologies
New York
$6.51M -$894K -70,647 -15%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$6.36M +$2.89M +228,648 +129%
Principal Financial Group
16
Principal Financial Group
Iowa
$6.28M -$94.7K -7,484 -2%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$6.26M -$2.19M -173,209 -30%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.81M +$2.71M +214,032 +137%
GIP
19
Granite Investment Partners
California
$5.4M -$4.11K -325 -0.1%
Franklin Resources
20
Franklin Resources
California
$5.05M +$696 +55 +0%
HighTower Advisors
21
HighTower Advisors
Illinois
$5.05M -$11.5K -909 -0.3%
AG
22
Algert Global
California
$4.44M -$444K -35,080 -11%
Northern Trust
23
Northern Trust
Illinois
$4.33M +$57.5K +4,549 +2%
Norges Bank
24
Norges Bank
Norway
$4.3M -$458K -36,228 -12%
SI
25
Sapience Investments
California
$4.04M +$3.26M +257,694 New

VITL Hedge Fund Activity: Q4 2023 in Review

141 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vital Farms (VITL) for Q4 2023, worth a combined $436M — up 46% from $299M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VITL positions and 21 closed out — a net gain of 7 holders — while 49 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.7M. The largest seller was American Century Companies, exiting entirely with an estimated $11.8M sold.

  • 141 institutional investors held Vital Farms (VITL) as of Q4 2023, up from 134 in Q3 2023.
  • Funds reported $436M of Vital Farms stock for Q4 2023, up 46% quarter-over-quarter.
  • 28 funds opened new Vital Farms positions in Q4 2023 and 21 closed out, a net change of +7 holders.
  • The largest Vital Farms buyer in Q4 2023 was Morgan Stanley, an estimated $15.7M added.
  • The largest Vital Farms seller in Q4 2023 was American Century Companies, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2023.